11 posts found
08/25/2026 · 9 min read
Top agencies grew 10.7 percent last year while most owners stayed flat. The gap is not more leads or more hours in the shop. It is a five part system you can install and run each week with your team.
08/18/2026 · 9 min read
Most CRM demos are lead pitches in disguise, not true tools for your own small shop. One quick test sorts a real system of record from a lead funnel for a rival. Learn the split, then pay only for use
01/03/2022 · 5 min read
Run four meetings on purpose: a 15-minute weekly standup, a weekly performance review, a monthly training session, and a quarterly planning review. Add ad hoc issue meetings as needed. Use agendas, hard end times, and documented decisions and owners.
12/24/2021 · 4 min read
Step 2 of the Six Step Success framework: build documented systems for onboarding, service, renewals, and lead follow-up. Systems break the owner-bandwidth ceiling and let the agency deliver consistent results without the owner inside every transaction.
12/15/2021 · 5 min read
Real agency training means scheduled practice with feedback, not information meetings. Run a thirty-minute role-play every two weeks, build a monthly training calendar tied to performance gaps, and put the manager on the hook for showing up.
12/08/2021 · 5 min read
Plan agency hires twelve to eighteen months ahead of the need, write a fit profile before you start the search, and onboard with a defined ninety-day path. That sequence prevents the two failure modes that keep most agencies understaffed or badly staffed.
12/03/2021 · 5 min read
Train sales process through deliberate practice, then verify execution with live call observation, recorded conversations, and documented discovery notes. Give specific feedback tied to specific moments. Run monthly role-plays and quarterly call reviews. Process decays in three to six months without reinforcement.
12/01/2021 · 5 min read
A documented sales process drives consistency and conversion by fixing structural errors in ordinary client conversations. Standardize stages (qualification, discovery, presentation, objections, close, follow-up). Let individual style fill the structure. Document every conversation so cold leads stay continuable.
11/24/2021 · 6 min read
Track four non-negotiables, retention rate, closing rate, cost per acquisition, and premium per policy. Add quote-to-bind time, cancellation reasons, activity ratios, and cross-sell rate as diagnostics. When a metric moves, respond fast with a targeted or systemic fix.
11/22/2021 · 5 min read
Tracking metrics transforms agency performance because data turns vague problems into specific ones with specific fixes. Measure acquisition, conversion, retention, and staff performance, then review the numbers in the weekly team meeting so they drive decisions instead of decorating dashboards.
12/04/2020 · 7 min read
Run insurance agency meetings that drive production with a written, time-boxed agenda, a five-minute wins round, numbers before narrative, every decision owned and dated, and a hard stop on time. Use three formats: daily huddle, weekly production review, monthly strategy review.
